See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,319 | $45,035+80.6% | $62,995+29.1% | $70,131+16.0% |
| Participation rate | 10.4% | 69.5%-59.1pp | 74.8%-64.4pp | 69.5%-59.2pp |
| Annual return | 9.93% | 18.76%-8.8pp | 87.57%-77.6pp | 73.14%-63.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $654 | $2,465-73.5% | $3,329-80.4% | $3,332-80.4% |
| Admin fee / account holder | $1,441 | $2,834-49.2% | $3,600-60.0% | $4,645-69.0% |